News

Advisor Group Commences Virtual National Conference with Launch of Continuity Coverage and Acquisition Financing Program

October 27, 2020 | Press Releases

Oct. 27, 2020 Advisor Group, the nation's largest network of independent wealth management firms, today announced the launch of its new Continuity Coverage & Acquisitions Program (CCAP) along with significant education and training enhancements within its industry-leading Succession Planning & Acquisitions platform. The offerings were unveiled as part of the kick-off of Advisor Group's groundbreaking national virtual conference for financial professionals, ConnectED Canvas. 

Aadil Zaman Recognized by Financial Times

October 27, 2020 | Media Mentions, Announcements

The Financial Times has named Aadil Zaman of Wall Street Alliance Group to its 2020 edition of its 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.

USECU Investment Services joins Advisor Group and Securities America platform

September 18, 2020 | Press Releases

Advisor Group, the nation's largest network of independent wealth management firms, and Securities America today welcomed USE Credit Union (USECU) to the Securities America Financial Institutions platform. With more than $1 billion in assets, USECU serves more than 62,000 California university employees, students and other California residents. It has affiliated with Securities America through Priority Financial Group, a registered investment adviser and OSJ based in Phoenix that specializes in delivering customized programs for financial institutions to enhance their wealth management capabilities and improve operating efficiency.

Securities America is part of Advisor Group, which also includes FSC Securities Corporation, KMS Financial Services, Royal Alliance Associates, SagePoint Financial, Securities Service Network, Triad Advisors and Woodbury Financial Services.

Securities America’s CEO Re-Elected to FINRA Board

August 11, 2020 | Media Mentions, Announcements

Jim Nagengast, CEO of Securities America Financial and president of Securities America, Inc., was re-elected Friday as the Financial Industry Regulatory Authority's Large Firm Governor...

Advisor Group and Securities America Announce Successful Recruitment of Heritage Harbor Financial Associates

July 30, 2020 | Press Releases

Advisor Group, the nation's largest network of independent wealth management firms, and Securities America today announced the successful recruitment of Heritage Harbor Financial Associates, an independent financial advisory business headquartered in Port Jefferson Station, N.Y., with three offices across Long Island that oversee $150 million in total client assets.

Securities America Concludes Successful Third Annual NxG Conference for Next-Gen Financial Professionals

July 09, 2020 | Press Releases

Securities America today announced the successful completion of its third annual NxG Conference, a two-day virtual experience featuring workshops, discussion groups, and networking opportunities aimed at helping top-performing financial professionals in the first 15 years of their careers further develop their skill sets, learn from their peers and build their businesses.

Advisor Group and Securities America Welcome Oregon Community Credit Union Investment Services

July 02, 2020 | Press Releases, Announcements, News

Securities America today welcomed Oregon Community Credit Union (OCCU) to its Financial Institutions platform. The financial institution's Investment Services team includes four licensed financial professionals who offer financial planning and wealth management services to credit union members at each of the institution's 10 Oregon branches and oversee $340 million in client assets. OCCU has affiliated with Securities America through Priority Financial Group (PFG), a hybrid Registered Investment Advisor / Super-OSJ based in Phoenix that specializes in developing competitive, customized programs for financial institutions to grow their wealth management capabilities and improve operating efficiency.